This feature is perfect for practices that have a patient who may have forgotten to check-in for their appointment, or maybe have a patient who wrongfully checked in.
Log into your Admin Panel
Click on the ‘Clients’ tab on the left-side of your screen
You can search, filter, or scroll to identify the client your are looking for. You can filter by clicking on the list categories on the top of your client list
Once you have found the correct client, please click into their profile by clicking their name or using the 3-dot menu to the right of your screen
Scroll down to find the clients visit history
To add a visit, click '+ Add a visit' on the bottom right of your screen
Populate the date of the visit, the time, and location
To remove a visit, select the trash can icon to the right of the visit you want to remove.
Confirm the action on the pop-up, and the visit is removed.
If you add or remove a visit for a client, their rewards screen on their app will automatically update to align with their client profile.
To watch the full video walkthrough, click the button below.
If you need more assistance, chat with us on Messenger.🗨️